See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,078 | $197,591-71.1% | $177,821-67.9% | $158,922-64.1% |
| Participation rate | 87.0% | 88.5%-1.6pp | 87.7%-0.8pp | 82.0%+5.0pp |
| Annual return | 12.47% | 58.76%-46.3pp | 48.32%-35.9pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,099 | $6,697-68.7% | $5,918-64.5% | $4,761-55.9% |
| Participant deferral / active EE | $2,633 | $8,405-68.7% | $7,714-65.9% | $5,982-56.0% |
| Admin fee / account holder | $9,091 | $15,399-41.0% | $12,427-26.8% | $11,246-19.2% |